|
451
|
Barings
Charlotte,
North Carolina
|
$252K
|
+$252K
|
+4,161
|
New
|
|
|
452
|
Forum Financial Management
Lombard,
Illinois
|
$252K
|
+$253K
|
+4,172
|
New
|
|
|
453
|
XTX Topco
George Town,
Cayman Islands
|
$252K
|
+$253K
|
+4,178
|
New
|
|
|
454
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$251K
|
-$70K
|
-1,156
|
-22%
|
|
|
455
|
Kalos Management
Alpharetta,
Georgia
|
$250K
|
–
|
–
|
–
|
|
|
456
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$250K
|
+$251K
|
+4,144
|
New
|
|
|
457
|
Certuity
North Palm Beach,
Florida
|
$249K
|
-$48K
|
-792
|
-16%
|
|
|
458
|
Roundview Capital
Princeton,
New Jersey
|
$249K
|
+$48.5K
|
+801
|
+24%
|
|
|
459
|
HB Wealth Management
Atlanta,
Georgia
|
$248K
|
+$60K
|
+990
|
+32%
|
|
|
460
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$246K
|
-$99K
|
-1,635
|
-29%
|
|
|
461
|
Equitable Trust
Nashville,
Tennessee
|
$243K
|
-$282K
|
-4,659
|
-54%
|
|
|
462
|
Fund Management at Engine No 1
San Francisco,
California
|
$241K
|
+$39.5K
|
+652
|
+19%
|
|
|
463
|
Everhart Financial Group
Dublin,
Ohio
|
$241K
|
+$241K
|
+3,978
|
New
|
|
|
464
|
Cresset Asset Management
Chicago,
Illinois
|
$240K
|
-$37.4K
|
-617
|
-12%
|
|
|
465
|
Arax Advisory Partners
Denver,
Colorado
|
$238K
|
+$57.9K
|
+956
|
+32%
|
|
|
466
|
Symmetry Partners
Glastonbury,
Connecticut
|
$236K
|
–
|
–
|
–
|
|
|
467
|
Zions Bancorporation
Salt Lake City,
Utah
|
$235K
|
–
|
–
|
–
|
|
|
468
|
Pathstone Family Office
Englewood,
New Jersey
|
$231K
|
+$231K
|
+3,817
|
New
|
|
|
469
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$229K
|
+$10.2K
|
+168
|
+5%
|
|
|
470
|
SignatureFD
Atlanta,
Georgia
|
$228K
|
+$67.9K
|
+1,121
|
+42%
|
|
|
471
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$228K
|
+$228K
|
+3,770
|
New
|
|
|
472
|
Telemus Capital
Southfield,
Michigan
|
$226K
|
+$12.8K
|
+212
|
+6%
|
|
|
473
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$220K
|
+$221K
|
+3,642
|
New
|
|
|
474
|
Rockefeller Capital Management
New York
|
$219K
|
+$12.7K
|
+210
|
+6%
|
|
|
475
|
Snowden Capital Advisors
New York
|
$218K
|
-$116K
|
-1,907
|
-35%
|
|
